VFA
CAT icon

Values First Advisors’s Caterpillar CAT Stock Holding History

Values First Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Buy
+290
New +$201K 0.11% 160

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Values First Advisors's CAT Position: Q1 2026 in Review

Values First Advisors opened a new position in Caterpillar (CAT) in Q1 2026: 290 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #160 among its holdings.

3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Values First Advisors held 290 shares of Caterpillar worth $205K as of Q1 2026.
  • Caterpillar was a new Values First Advisors position in Q1 2026.
  • Caterpillar made up 0.11% of Values First Advisors's portfolio in Q1 2026, its #160 holding.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.